See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,704 | $150,440+38.7% | $136,294+53.1% | $147,584+41.4% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 24.59% | 1049.08%-1024.5pp | 5155.94%-5131.3pp | 578.55%-554.0pp |
| Employer contribution / active EE | $3,049 | $5,256-42.0% | $4,695-35.1% | $4,876-37.5% |
| Participant deferral / active EE | $7,611 | $6,630+14.8% | $6,247+21.8% | $5,439+39.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |